Services

Whether as co-investors or advisors, we partner with our clients to help them succeed across their private investment needs.

O

ur firm was founded in 2010, with the purpose of addressing a misalignment faced by ultra-high net worth families– though their wealth was concentrated in illiquid holdings, the financial services available to them were skewed toward conventional public securities and fund investments. Similarly, family investors are increasingly looking for ways to invest directly into private opportunities as an alternative to funds.

McCombie Group provides a modular private equity platform that can better accommodate a family’s unique needs and preferences. We are principal investors committing our own money alongside the capital of families we have dutifully served for years. Additionally, our clients can access our team and its resources on a fee-for-service basis. Our families ultimately benefit from a comprehensive, dedicated team whose interests are fully-aligned with theirs without the burden of hiring full-time resources. For additional information regarding how we partner with family offices, please click here.